Jennifer LaBelle
Calgary,AB
Summary
Results-driven leader with positive attitude and passion for providing high-quality advice and guidance to clients. Proven ability to identify customer needs, resolve conflicts and build strong relationships. Possesses excellent problem-solving, communication and interpersonal skills. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Associate Advisor
Baldwin & Associates Financial Services Ltd
Calgary, AB
10.2013 - 12.2022
- Navigated multiple systems to manage requests from both clients and advisors.
- Improved processes by recommending operational changes.
- Gathered and analyzed customer feedback to inform product and service improvements.
- Trained new and existing employees on customer service best practices to improve overall customer handling skills.
- Built and maintained relationships with clients to provide ongoing support.
Advisor
Sun Life Financial
Calgary , AB
05.2011 - 10.2013
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
Education
Bachelor of Science - Finance
Athabasca University
Athabasca, ABBachelor of Arts - Sociolgy
University of Calgary
Calgary, AB06.2014
Skills
- Customer Retention
- Service Delivery
- Dispute Mediation
- Compliance Requirements
- Customer Relationship Management
Certification
Life License Certification - Alberta Insurance Council 2012-2022
Accident and Sickness Certification - Alberta Insurance Council 2012-2022
Mutual Fund License - Mutual Fund Dealers Association - 2013 - 2022
Timeline
Associate Advisor
Baldwin & Associates Financial Services Ltd
10.2013 - 12.2022
Advisor
Sun Life Financial
05.2011 - 10.2013
Bachelor of Science - Finance
Athabasca University
Bachelor of Arts - Sociolgy
University of Calgary
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